The narrative in the solar space is both highly variable and very stable. On the one hand, the rules keep changing and stocks in the space keep reacting. But state-by-state rules are also important. This week, we found out that a possible alteration to California solar rules might damage the prospects of solar installers and […]
investing
Bitcoin Model Projects Continued Trend (BTBT, AXXA, MSTR)
Dan Morehead, CEO and co-chief investment officer at Pantera Capital, a blockchain hedge fund, noted this week in an emailed newsletter that Bitcoin was actually ahead of schedule toward its forecast of $115k. Pantera’s prediction is apparently based on the stock-to-flow model, which is a way of understanding the value of an asset based on […]
Where to Focus Energy Sector Investments (FANG, AGYP, HES)
To understand where the oil market is headed and how investors might hope to take advantage, one would do well to take a look at what Chevron (NYSE:CVX) said in its investor-day presentation earlier this month. First off, it helps to understand how the energy sector works. In massively oversimplified terms, some energy companies find […]
$150B Ad Industry Crisis: The Stocks to Save It (MGNI, TTD, CMGR, CRTO)
The Advertising industry is in a crisis. TV commercials are cratering in value, despite the billions spent per year on a product everyone fast-forwards through. Banner PPC internet ads are fast-tracking toward extinction next as we look past them, technologically filter them out, or simply resent them. Product placement is impractical for most products given […]
Fintech Stocks in Focus as Retail Bull Blossoms (SCHW, FDCT, LMND)
The stock market is partying like it’s 1999 once again. And investors are looking for new ways to participate. But one of the themes dominating the landscape is new technological solutions that pertain directly to finance. The fintech space is poised as one of the leading areas of emerging technology, with ties to AI, machine […]
The Cannabis Theme Rides Again (IIPR, FUTL, GTBIF)
Cannabis stocks are on fire once again. There are a handful of top performing themes right now in the market, and cannabis stocks have moved back to the front of the pack for the first time since 2018, when people called it a “pot stock bubble”. Now, we are starting to see some similar relative […]
EV Battery Stocks Continue to Impress (FCEL, KULR, PLUG)
The Electric Vehicle space, led by Tesla (NASDAQ:TSLA) is clearly the hottest thing since sliced bread right now, leading the charge in this 1999-ish red-hot stock market as Millennials and Gen-Z-ers begin to discover the wonders of the stock market. And that’s not likely to change as an overall dynamic. Morgan Stanley estimates that $68 […]
Investing in the Age of Coronavirus (INO, APT, CODX, SGMD, IBIO, AYTU)
The market is crashing almost every day right now. If you own the SPY, or a basket of large-cap leadership stocks that have defined this bull market for years, you’re getting destroyed over the past three weeks. But there is an answer. A small group of stocks has been rallying precisely because of the impact […]
49ers DB Legend Eric Wright Joins Team of CBD Company Vitalibis
The stock price of Vitalibis, Inc. (OTCQB: VCBD) may be near a one-year low, but optimism about the future must be running high with NFL star and 4-time Super Bowl Champion Eric Wright coming on board this week as a Founding Ambassador. Vitalibis is a technology-based formulator of premium phytocannabinoid-rich hemp products with naturally occurring […]
